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Universal Insurance Holdings
UVE

176 hedge funds and large institutions have $492M invested in Universal Insurance Holdings in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $312K | Put options by funds: $116K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $420M → $492M (+$71.8M)

5% more funds holding

Funds holding: 168 → 176 (+8)

3.35% more ownership

Funds ownership: 70.54% → 73.9% (+3.4%)

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
176
Holders Change
+8
Holders Change %
+4.76%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
59
Reduced
57
Closed
16
Calls
$312K
Puts
$116K
Net Calls
+$196K
Net Calls Change
-$259K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.73M
2
UBS Group
UBS Group
Switzerland
+$6.64M
3
Millennium Management
Millennium Management
New York
+$4.48M
4
Morgan Stanley
Morgan Stanley
New York
+$3.73M
5
DSC
Donald Smith & Co
New York
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
CAMG
CWA Asset Management Group
Florida
-$6.58M
2
BPA
Beacon Pointe Advisors
California
-$4.95M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.01M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.79M
5
Charles Schwab
Charles Schwab
California
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$5.95K +$5.11K +248 +8,267%
VCM
152
Versant Capital Management
Arizona
$5.45K -$2.21K -107 -32%
GWM
153
Geneos Wealth Management
Colorado
$4.65K +$2.02K +98 +100%
SAM
154
Smartleaf Asset Management
Massachusetts
$4.48K +$763 +37 +24%
HI
155
Harbour Investments
Wisconsin
$3.2K – – –
LC
156
Lindbrook Capital
California
$2.42K – – –
VFM
157
Vision Financial Markets
Connecticut
$2.39K +$2.08K +101 New
CA
158
Clearstead Advisors
Ohio
$2.37K +$2.06K +100 New
QC
159
Quent Capital
New York
$1.9K – – –
FHA
160
First Horizon Advisors
Tennessee
$1.87K – – –
EWA
161
EverSource Wealth Advisors
Alabama
$1.3K -$536 -26 -32%
PA
162
Parallel Advisors
California
$1.3K – – –
RIL
163
Rothschild Investment LLC
Illinois
$1.19K +$928 +45 +900%
AAP
164
Arax Advisory Partners
Colorado
$877 +$763 +37 New
CA
165
CoreCap Advisors
Michigan
$735 +$639 +31 New
PWA
166
Physician Wealth Advisors
Utah
$711 +$619 +30 New
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$427 – – –
CIAM
168
Caitong International Asset Management
Hong Kong
$427 +$371 +18 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$379 -$309 -15 -48%
SC
170
Stephens Consulting
Michigan
$356 +$309 +15 New
TWD
171
True Wealth Design
Ohio
$261 +$62 +3 +38%
US Bancorp
172
US Bancorp
Minnesota
$213 +$186 +9 New
CCM
173
Coldstream Capital Management
Washington
$142 +$124 +6 New
SS
174
SBI Securities
Japan
$119 – – –
FFA
175
Farther Finance Advisors
California
$48 – – –
4 5 6
7
8

UVE Hedge Fund Activity: Q1 2025 in Review

176 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2025, worth a combined $492M — up 17% from $420M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVE positions and 16 closed out — a net gain of 9 holders — while 59 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $8.73M. The largest seller was CWA Asset Management Group, cutting an estimated $6.58M.

  • 176 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2025, up from 168 in Q4 2024.
  • Funds reported $492M of Universal Insurance Holdings stock for Q1 2025, up 17% quarter-over-quarter.
  • 25 funds opened new Universal Insurance Holdings positions in Q1 2025 and 16 closed out, a net change of +9 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2025 was BlackRock, an estimated $8.73M added.
  • The largest Universal Insurance Holdings seller in Q1 2025 was CWA Asset Management Group, an estimated $6.58M sold.

Based on aggregated 13F filings for Q1 2025.